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BHRB · Burke & Herbert Financial Services Corp.
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BHRB Burke & Herbert Financial Services (BHRB) Insider Trading, Ownership & Congress Trades

Banks · National commercial banks · CIK 0001964333
Quote by TradingView
Cluster · 5 insidersForm 144 · 3
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
Conversions, 180 days
10
Codes C/M, not in net · $3.7M priced

What the filings say about BHRB

Insiders, 180 days
+$409.3K net bought
5 buyers · 5 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$523.4K
3 notices

Burke & Herbert Financial Services insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Burke & Herbert Financial Services Corp. insiders bought a net $409.3K of stock across 136 Form 4 purchases and sales, with 5 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
WILSON DAVID
Director
BUY
2026-10-27 SEC
35
$2.5K
n/a
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Aug 20, 2026.
  • The trade is 8.8% of the 397 shares held after it.
  • No other insider bought within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WILSON DAVID bought about $2.5K of BHRB on Oct 27, 2026.
WILSON DAVID
Director
BUY
2026-10-27 SEC
69
$4.8K
n/a
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Aug 20, 2026.
  • The trade is 100.0% of the 69 shares held after it.
  • No other insider bought within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WILSON DAVID bought about $4.8K of BHRB on Oct 27, 2026.
WILSON DAVID
Director
BUY
2026-08-20 SEC
35
$2.5K
-1.5%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Aug 4, 2026.
  • The trade is 8.0% of the 435 shares held after it.
  • 2 other insiders bought within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WILSON DAVID bought about $2.5K of BHRB on Aug 20, 2026; 2 other insiders bought within 30 days.
Geary James P II
Director
SELL
2026-08-18 SECtraded 2026-08-14
263
$19.2K
-0.6%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Aug 3, 2026.
  • The trade is 2.1% of the 12,344 shares held after it.
  • 3 other insiders sold within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Geary James P II sold about $19.2K of BHRB on Aug 14, 2026; 3 other insiders sold within 30 days.
Geary James P II
Director
SELL
2026-08-18 SECtraded 2026-08-14
2,887
$210.2K
-0.6%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Aug 3, 2026.
  • The trade is 30.5% of the 9,457 shares held after it.
  • 3 other insiders sold within 30 days.
  • No fund added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Geary James P II sold about $210.2K of BHRB on Aug 14, 2026; 3 other insiders sold within 30 days.
136 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$409.3K over 180 days
-$545.2K over 90 days
more than 93% of Banks
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
4.8% of the float short (float per yahoo 2026-10-26) · 5.5 days to cover · settled 2026-09-30
more than 68% of Banks
The situation: each line is one rule over one dataset
5 insiders bought a net $409.3K, but 3 Form 144 notices ($523.4K) are queued to sell.
What changed in the last 30 days
Oct 27Director WILSON DAVID bought $7.3K (Oct 27)

Watch BHRB

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+19.5%12M
-3%+6%+16%+26%2025-102025-122026-022026-042026-062026-082026-10 2026-05-11 · Barnwell Julian Forrest Jr. bought $315.2K2026-05-11 · Barnwell Julian Forrest Jr. bought $315.2K2026-06-03 · Barnwell Julian Forrest Jr. bought $313.8K2026-08-03 · Geary James P II sold $232.9K2026-08-14 · Geary James P II sold $210.2K2026-08-11 · Burke James Mason sold $109.5K2026-08-12 · Poillon Diane bought $88.4K2026-08-03 · George Georgette R. sold $73.7K2026-08-03 · Bonnafe Katherine Diane sold $73.7K2026-08-06 · McLaughlin Shawn Patrick bought $73.2K2026-05-20 · Upson Jill S sold $70.4K2026-04-28 · McLaughlin Shawn Patrick bought $64.8K2026-04-29 · McLaughlin Shawn Patrick bought $63.5K2026-05-12 · Riojas Jose David bought $62.0K2025-10-28 · McLaughlin Shawn Patrick bought $61.0K2026-08-14 · Geary James P II sold $19.2K2026-05-12 · Riojas Jose David bought $18.6K2026-07-31 · WILSON DAVID bought $7.4K2026-10-27 · WILSON DAVID bought $4.8K2026-08-04 · WILSON DAVID bought $2.5K2026-08-20 · WILSON DAVID bought $2.5K2026-10-27 · WILSON DAVID bought $2.5K2026-08-03 · Geary James P II sold $02026-08-14 · Geary James P II filed to sell $230.2K2026-08-11 · Burke James Mason filed to sell $219.6K2026-08-06 · Bonnafe Katherine Diane filed to sell $73.7K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns BHRB: institutional holders (13F)

13F holdings, latest reported quarter
Pinnacle Holdings, LLC
43,156 sh
$3.1M

Congress trades in BHRB

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

BHRB planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Geary James P II
Filed 2026-08-14
$230.2K
Burke James Mason
Filed 2026-08-11
$219.6K
Bonnafe Katherine Diane
Filed 2026-08-06
$73.7K
Executive pay vs shareholder return · David P. Boyle
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$3.0M
$3.0M
$1.3M
-2%
+20%
2024
$2.9M
$3.4M
$2.3M
-5%
+13%
2023
$1.6M
$1.3M
$587.5K
-8%
-0%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
5 insiders reported buying shares.
The record shows a net $409.3K bought by insiders over 180 days, $523.4K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
UMBFBWFGPBPEBOFMBMGABCNEWTPCBDCOMISBAWSBFJMSB

BHRB financials

Complaints, 90 days
5
- YoY · CFPB
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
$86.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.44x
current debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
0.18x
TTM operating cash flow over current debt only, 2026-06-30
Return on equity
+9.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
11.29x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no cash line filed
FCF yield
+6.1%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
n/a
trailing EPS growth -12%, PEG needs growth
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Net income$117.3M$35.7M$22.7M$44.0M
EPS (diluted)7.722.823.025.89
Operating cash flow$107.9M$85.8M$42.5M$61.1M
Dividends paid$33.9M$28.6M$15.7M$15.7M
SEC XBRL, fiscal years, as known on 2026-10-28

BHRB Stock Sonar score 4/7 axes

Find similar shapesCompare

BHRB ranks highest on insider conviction (91st percentile) and profitability (43rd), and lowest on financial health (29th), among Banks peers.

Profitability
43
Inputs
  • Return on equity+9.8% · 44 pct, sector of 327
  • Return on assets+1.0% · 42 pct, sector of 334
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
29
Inputs
  • Debt to equity0.44x · 33 pct, sector of 229
  • Cash flow to debt0.18x · 25 pct, sector of 198
Insider conviction
91
Inputs
  • Net Form 4 buying (codes P and S), 180d$409K · 93 pct, sector of 274
  • Insider buyers, 180d5 · 89 pct, sector of 274
Risk and compliance
30
Inputs
  • Short interest, % of float+4.8% · 30 pct, sector of 378
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
3 not measured: Growth, Institutional and government, US patents
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

BHRB filings, in plain words

Are Burke & Herbert Financial Services insiders buying or selling BHRB?

In the 180 days to 2026-10-28, Burke & Herbert Financial Services insiders were net buyers, a net $409.3K: $1.2M of purchases and $789.5K of sales reported on Form 4, by 5 buyers and 5 sellers.

Are there planned insider sales of BHRB?

Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $523.4K of stock; the latest, by Geary James P II, was filed 2026-08-14.

Read the full summary

In the 180 days to 2026-10-28, Burke & Herbert Financial Services insiders were net buyers of BHRB, a net $409.3K across purchases and sales reported on Form 4 by 5 buyers and 5 sellers. 3 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. None of the 8 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $523.4K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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